Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages
Wealth Management
From
Wealth Management
/ Business Models
December 15, 2021
Private banking moves from paper trails to personalised service
From
Wealth Management
/ Business Models
December 15, 2021
Banks must evolve to connect with the clients of tomorrow
Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to
From
Wealth Management
/ Business Models
December 15, 2021
Size isn’t everything as Syz revels in boutique status
Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market
From
Wealth Management
/ Private Banking
November 23, 2021
Kingswood continues pursuit of ambitious growth plans
The London-headquartered firm is looking for acquisitions in both its home market and overseas
From
Wealth Management
/ Private Banking
November 4, 2021
Global Private Banking Awards 2021: Winners' profiles
This year’s record number of winners (65), the highest since the global private banking awards programme started in 2009, is a clear indication of private banks’ increased focus on client needs and their ability to innovate
From
Wealth Management
/ Private Banking
November 4, 2021
Global Private Banking Awards 2021: Top tier towers over competition
With clients demanding expertise in areas such as ESG, alternatives and technology, PWM’s awards celebrate success for those banks which stay one step ahead
From
Wealth Management
/ Profiles
November 3, 2021
Julius Baer fleet of foot in era of monumental change
The digital revolution, Covid-19 and the changing nature of Swiss private banking are just some of the challenges facing Julius Baer’s CEO, Philipp Rickenbacher
From
Wealth Management
/ Private Banking
October 26, 2021
Today’s private investments fuel tomorrow’s changemakers
The world of direct investments into private companies is vast and full of potential for ventures seeking capital
From
Wealth Management
/ Business Models
September 23, 2021
Private View Blog: Time for the financial industry to jettison the jargon
Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language
From
Wealth Management
/ Business Models
September 1, 2021
Private banks wise up to untapped opportunity of women in wealth
The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment
Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
Global Private Banking Awards 2022
PWM Digital Edition (June/July 2022)
Wealth Tech Awards 2022
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